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Decide which dashboard metrics to remove using a two-part rule

  • For Managers and team leads
  • You practice Setting limits and rules
  • Time about 5 minutes
  • Level Intermediate

About this exercise

Your team is cleaning up a cluttered dashboard. Write exactly 4 plain-text lines, one per metric, in the form 'Metric: Keep - reason' or 'Metric: Remove - reason', each reason under 12 words, under 70 words in all. Remove a metric only when it was used in 1 or fewer decisions last quarter AND its data quality is red. Otherwise keep it.

Common mistakes when you ask AI for this

  • Removing on one condition. The AI removes page views because nobody used it. Try: Add: "Remove only if used 1 or fewer times AND quality is red."
  • Keeping a red metric with 1 use. The AI keeps bounce rate because it informed a decision. Try: Add: "1 decision still counts as 1 or fewer."
  • Vague reasons. The AI says 'not useful' or 'important'. Try: Add: "Each reason has the numbers, like 0 decisions, red."
  • Leaving the format to chance. The AI picks its own length and layout unless told the exact shape. Try: Add: "Plain text, no bold or headings."
  • Trusting the AI to count words. AI is bad at counting. Ask for a total word limit and it often lands over it. Try: Cap each part instead, for example "each line under 15 words."

What a strong prompt includes

  • States the rule
  • Names the four metrics
  • Gives the line shape
  • Asks for reasons with numbers
  • Rules out extras

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